Customer credit limit shared across companies?

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I'm working with a company that has clients that span across multiple countries. These particular customers can "belong" to several different legal entities in their instance of AX. However, one thing the client wants to do is control the credit limit on a global level (i.e. Customer X is a customer for Legal Entity A, Legal Entity B, and Legal Entity C, and the customer instances all share 1 credit limit that gets affected by orders from any of the 3 legal entities). The client does NOT want to share all customers across all entities. Is there a way to link customers across different AX legal entities such that the credit limit will be centralized? If virtual tables are the only way to go about this, is there a way to very strictly control the exact customers that get shared (i.e. only customers of a particular group are shared across a very particular group of legal entities)? I'm aware of how to control which legal entities participate in virtual companies, but I'm not aware of how to restrict some data within the same table from being shared.

It is also important to note that the legal entities are already active and have been for some time (it was a finance-first launch, but now the procurement side is getting stood up).

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Weaveriski 23,616 Moderator on at

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RE: Customer credit limit shared across companies?

It would be a customization to get just the credit limit to be centralized. Elements like process control and currency would be one of your starting concerns.

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RE: Customer credit limit shared across companies?

Hello Edward,

Hope you are doing good!

have you get any solution for centralized credit limit.As one of my client is also looking for same.

awaiting for your positive response.

thanks in advance,

Regards,

Sundeep Sagar C

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guk1964 10,888 on at

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RE: Customer credit limit shared across companies?

Very difficult to implement practically I suspect e.g. you have one branch in your home country that pays well, and one overseas that doesn't - do you want to risk upsetting the home customer?

Similarly you might have a franchise chain with multiple customer companies all served by just one of your companies.

Another consideration is whether a group credit limit should be greater or lesser than the sum of individual companies

It gets more complicated .eg. :

should credit limits vary with Line of business?- (probably)

or with seasonality? (e.g toys and confectionery sales at Christmas)

Should the aggregate = the sum of its parts?- I may give a credit limit of up to a max of 100,000 each to any of 10 companies in a group, but in total I don't want a group exposure of more than 500,000

Do you need different credit control considerations by project?

A regularly reviewed report, or Power BI analysis may be the most workable approach.

Maintenance of complex rules in the system across many customers and orders might be very tedious.

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